About Isaac
Isaac Mohammed, CPA, EA | Founder, IMA Tax and Accounting LLC
I'm a Certified Public Accountant and Enrolled Agent with more than a decade of experience helping individuals and businesses with their taxes, their books, and the financial decisions that shape their future.
I founded IMA Tax and Accounting in 2016 so clients could work directly with one experienced advisor who knows their whole financial picture, from year-round tax planning to resolving problems with the IRS.
My approach
Good accounting isn't just about getting the numbers together. It's about understanding what they mean. I bring together tax, finance, and business knowledge so my clients can plan ahead, grow their revenue, and keep more of what they earn.
Over my career, I've prepared and reviewed complex returns for individuals, high-net-worth families, partnerships, S and C corporations, estates, and trusts, and I've represented clients before the IRS and state agencies from the first notice through appeals. I've led individual tax teams at a national accounting firm and worked as a senior tax accountant at regional CPA firms. I also serve as a fractional CFO and controller for growing businesses, helping owners get a clear handle on budgets, cash flow, and profitability.
Today I bring all of that experience to every client I work with, virtually, wherever they are.
How I can help
Tax preparation
Individual, partnership, S and C corporation, estate, and trust returns, including multi-state filings, plus sales and payroll tax compliance.
Tax planning
Year-round strategies around entity structure, retirement contributions, owner compensation, and timing, so you pay less and plan with confidence.
Tax representation
IRS and state notices, audits through appeals, payment plans, offers in compromise, penalty relief, and getting back into compliance.
Bookkeeping, accounting, and payroll
Cleanups, reconciliations, monthly and year-end closings, financial statements, and payroll you can rely on.
Fractional CFO and business advisory
Budgeting, forecasting, cash flow management, profitability analysis, and KPI dashboards to guide growth decisions.
Personal financial planning
Retirement planning and tax-efficient investing strategies that line up with your long-term goals.
Who I work with
- Individuals and families
- High-net-worth individuals
- Small and mid-size businesses
- Real estate investors, agents, and brokers
- Medical and legal professionals
- Architecture, engineering, and construction firms
- Contractors and trades
- Manufacturers and retailers
Credentials and education
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)Licensed by the IRS to represent taxpayers since 2016
- Certified QuickBooks ProAdvisor
- B.S. in Accounting and B.S. in Financial ManagementDominican University, minor in Economics
- Certificates in Taxation and Personal Financial PlanningUCLA Extension
- Software I work inQuickBooks Online and Desktop, Xero, Zoho Books, Gusto, and ADP
Let's talk about your goals
Book a free consultation to see how I can help with your taxes, your books, or your business.